Corus Family Wealth Advisors KNG FIRST TR EXCHANGE-TRADED FD

Ownership history in Corus Family Wealth Advisors  ·  10 quarters on record

AI Ownership Summary

Corus Family Wealth Advisors reported FIRST TR EXCHANGE-TRADED FD (KNG) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.25% in 2024 Q1. The latest visible filing shows KNG at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corus Family Wealth Advisors's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KNG was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Corus Family Wealth Advisors held KNG — position size vs. price
% of Fund (quarterly)    KNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 20,477 0% 0.80% $1.0M 2026-02-04 $50.51
2025 Q3 UNCHANGED 20,477 0% 0.74% $1.0M 2025-11-18 $45.95
2025 Q2 REDUCED 30.7% +2.2% 20,477 -9,073 -30.7% 0.71% $1.0M 2025-07-29 $46.15
2025 Q1 REDUCED 29,550 -196 -0.7% 1.02% $1.5M 2025-05-07 $43.80
2024 Q4 UNCHANGED 29,746 0% 1.01% $1.5M 2025-01-31 $45.33
2024 Q3 ADDED 29,746 +2,443 +8.9% 1.15% $1.6M 2024-10-18 $47.36
2024 Q2 UNCHANGED 27,303 0% 1.25% $1.5M 2024-08-06 $43.81
2024 Q1 REDUCED 15.4% -4.8% 27,303 -4,973 -15.4% 1.25% $1.5M 2024-05-13 $43.70
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Corus Family Wealth Advisors and KNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corus Family Wealth Advisors reported owning KNG?

Corus Family Wealth Advisors reported KNG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported KNG position in Corus Family Wealth Advisors's portfolio?

The largest reported portfolio weight for KNG was 1.25% in 2024 Q1.

What is the latest reported KNG position on this page?

The most recent filing on this page is 2025 Q4, when Corus Family Wealth Advisors reported 20,477 shares, equal to 0.80% of portfolio, with an estimated market value of $1.0M.

What does the chart on this KNG ownership page compare?

The chart compares Corus Family Wealth Advisors's quarterly KNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Corus Family Wealth Advisors time their KNG position?

Based on 13F filing dates vs. subsequent KNG price moves, Corus Family Wealth Advisors correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on KNG relative to SPY over the holding period was -8.6%.

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